Welcome! I am a Finance PhD, MBA, investment adviser, fraud examiner and certified anti-money laundering specialist with more than 25 years trading and investing stocks and other securities. I'm the founder of Value & Momentum Breakouts. *** Like many investors, I got bored with low annual returns and began looking to harness unique financial anomalies and algorithms for excess risk adjusted returns. As an anomaly detective I apply a Best Algorithm Selection Engine (BASE) approach that leverages forensic analysis, time-series and cross-sectional momentum algorithms, and the latest academic financial models to identify profitable irregularities in fundamental value and momentum characteristics. A key value of my service bridges the gap from complex academic research to practical trading advantages for those looking for well documented excess returns. *** I share my expertise by generating frequent Value & Momentum Breakout stock portfolios from the different financial algorithms across peer-reviewed financial literature. The best selection of stocks from these algorithms are applied to the Premium Portfolio reserved exclusively for subscribers.
Value & Momentum Breakouts provides both long-term value & short-term momentum picks from top financial models. Stock picks range from live Daily & Weekly Breakout selections to top monthly picks of long-term Value Stocks. Proven results are leveraged from top research and statistical models used in over 25 years of trading and financial research. Learn as you trade with helpful guidance.